What it replaces
Enquiries do not
go missing all at once.
- A website form that emails one person, who is on holiday.
- Three enquiries written on a pad by whoever answered the phone.
- A shared inbox nobody owns, where read means dealt with.
- No way of knowing an enquiry has been sitting for nine days until the customer rings to say so.
One list, one owner per enquiry, and the waiting time in plain sight — so the ones going cold are visible before the customer notices.
The working list
Sort it however the day demands.
The enquiry list is a working surface, not a report. Reshape it around the question you are actually asking —
who has been waiting longest, what is worth most, whose desk it is on.
The enquiry list is a working surface, not a report. Reshape it around the question you are actually asking — who has been waiting longest, what is worth most, whose desk it is on.
- Group
- By stage, by source, or by the salesperson who owns it.
- Sort
- By priority, by value, or by the days it has been waiting.
- View
- As a list to work down, or a board to drag across.
- Export
- To CSV, or print exactly what is on the screen.
Frequently Asked Questions
Straight answers, before you commit to anything.
How do enquiries get into the list?
Website form submissions land automatically. Phone calls and walk-ins are added in seconds by whoever takes them. Nothing arrives in a personal mailbox, so nothing depends on one person being at their desk.
How do I stop enquiries quietly going cold?
Every enquiry shows the number of days it has been waiting. Sort oldest-first and the neglected ones surface themselves — before the customer rings to point it out.
What happens when we win one?
Convert it to a live job in one action. Customer, address, value and notes carry straight across. Nobody re-types anything, so nothing gets mistyped.
What about the ones we don't win?
They move to dead rather than disappearing. The tabs split the list into all, alive, dead, enquiry and sold, and the totals underneath follow whatever you've filtered to — so you can see what you lost as clearly as what you won.
